VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,310 filers reported holding VANGUARD WHITEHALL FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,034,855 | -2.0% | 25,589 | 0.0% | 1.18% | -4.1% |
| Q1 2024 | $3,096,013 | +8.4% | 25,589 | 0.0% | 1.22% | -1.1% |
| Q4 2023 | $2,856,500 | +8.0% | 25,589 | 0.0% | 1.24% | +3.9% |
| Q3 2023 | $2,643,855 | -2.6% | 25,589 | 0.0% | 1.19% | -0.7% |
| Q2 2023 | $2,714,225 | +0.5% | 25,589 | 0.0% | 1.20% | -7.8% |
| Q1 2023 | $2,699,640 | -24.3% | 25,589 | -22.4% | 1.30% | -24.8% |
| Q4 2022 | $3,567,359 | +14.0% | 32,967 | 0.0% | 1.73% | +4.2% |
| Q3 2022 | $3,128,000 | -6.7% | 32,967 | 0.0% | 1.66% | -0.7% |
| Q2 2022 | $3,353,000 | -9.4% | 32,967 | 0.0% | 1.67% | +5.9% |
| Q1 2022 | $3,701,000 | +0.1% | 32,967 | 0.0% | 1.58% | +4.9% |
| Q4 2021 | $3,696,000 | +8.5% | 32,967 | 0.0% | 1.51% | -0.7% |
| Q3 2021 | $3,407,000 | -1.4% | 32,967 | 0.0% | 1.52% | -0.1% |
| Q2 2021 | $3,454,000 | -7.5% | 32,967 | -10.8% | 1.52% | -13.0% |
| Q1 2021 | $3,736,000 | +28.6% | 36,961 | +16.4% | 1.75% | +19.9% |
| Q4 2020 | $2,906,000 | +37.8% | 31,761 | +21.9% | 1.46% | +24.8% |
| Q3 2020 | $2,109,000 | +2.7% | 26,061 | 0.0% | 1.17% | -3.5% |
| Q2 2020 | $2,053,000 | +11.3% | 26,061 | 0.0% | 1.21% | -4.7% |
| Q1 2020 | $1,844,000 | -17.6% | 26,061 | +9.1% | 1.27% | +44.7% |
| Q4 2019 | $2,239,000 | +5.6% | 23,892 | 0.0% | 0.88% | +2.1% |
| Q3 2019 | $2,120,000 | +1.5% | 23,892 | 0.0% | 0.86% | -0.3% |
| Q2 2019 | $2,088,000 | – | 23,892 | – | 0.86% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sullivan, Bruyette, Speros & Blaney, LLC | 2,090,330 | $185,475,000 | 11.07% |
| SEARCY FINANCIAL SERVICES INC /ADV | 161,209 | $14,304,000 | 10.60% |
| Edge Capital Group, LLC | 1,025,699 | $91,010,000 | 9.20% |
| MARINO, STRAM & ASSOCIATES LLC | 143,044 | $12,692,000 | 8.99% |
| Global Strategic Investment Solutions, LLC | 252,511 | $22,405,000 | 8.75% |
| Armor Investment Advisors, LLC | 119,215 | $10,578,000 | 8.66% |
| Measured Wealth Private Client Group, LLC | 150,988 | $13,397,000 | 8.66% |
| Berkeley Capital Partners, LLC | 163,134 | $14,475,000 | 7.64% |
| Opus Capital Group, LLC | 269,917 | $23,950,000 | 7.37% |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | 6,626,076 | $587,739,000 | 7.37% |